Safir Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Safir Wealth Advisors, LLC
- $125 Million
- Q1 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 34,090 shares of VUG stock, worth $12 Million. This represents 10.1% of its overall portfolio holdings.
Number of Shares
34,090
Previous 35,056
2.76%
Holding current value
$12 Million
Previous $14.4 Million
12.24%
% of portfolio
10.1%
Previous 11.16%
Shares
18 transactions
Others Institutions Holding VUG
# of Institutions
2,671Shares Held
264MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$15.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$4.9 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$2.89 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.68 Billion6.58% of portfolio